Market REcap
Insights and analysis into
the real estate market
Hear from our very own real estate and stock market luminary Mike Shapiro, as he brings you the latest in Residential Real Estate trends. Mike has been a thought leader in the real estate market for over a decade, and writes on topics ranging from fluctuating interest rates and regulatory updates to economic patterns and real estate forecasts.
The sky isn’t falling
We’re an enormously resilient species and from everything I see and hear around me—from reading the tape and paying attention to behaviors and actions and conversations—I don’t see the sky falling. Instead, I see people going out to eat, shopping, traveling, working, and generally getting on with life.
When recession comes knocking
And as I write this post, despite what seems to be bad news on the economic front, the Wall Street Journal reports that consumers are spending – the August report shows overall retail gains of .3%, which WSJ calls “resilience in the face of inflation.”
Flourishing or floundering? Choose your recession style
As we teeter on the edge of a potential recession, are you fearful of what’s around the corner—or will you choose a path in which you amp up your creativity and flourish?
Well…history is always going to repeat itself
In these pre-/potential-recession days, there is a lot of speculation: whether the markets have hit bottom yet, and just how bad the recession—if we have one—will be. Friends, as I’ve said before, if anyone tells you that they can peg the bottom (or the top) of the markets, head for the hills. It’s simply not possible.
Keep calm and regroup
In a nod to the British WWII “Keep Calm and Carry On” slogan, this week my message to you is, “Keep Calm and Regroup.” I say this because there’s a lot of gloom in the news these days and rightly so: right now, everything from personal finance to personal safety seems to be in jeopardy and the collective mood is quite down for the start of the summer season.
A buffet of Buffett, Munger and market madness
These are strange times, so strange, in fact, that I can’t even follow my own advice, to read the tape, because I can’t get my head around what’s happening now. In more than 30 years of trading, I’ve never experienced markets quite as bonkers as these.
Q1 2022 round up: Ukraine fights, Covid dims, interest rates climb
In this post, we’ve got a quick review of the first quarter of 2022. Indeed, things have certainly changed since I began posting two years ago. But as I always say, things always come back, they just come back differently. Let’s see how we’re doing.
How to manage investments in uncertain times
Today’s post is about the discomfort of things we don’t know and how it’s those that can hurt us most, financially, and otherwise, depending on how we react.
Geopolitical unrest + ongoing challenges = likely recession
No one can predict just how long this war will last or how far Putin will go in his quest to reunite the Soviet Union. But certainly, the vast and deep sanctions by dozens of countries and pullbacks by a growing number of global business leaders will eventually hit home for Russian citizens. And while Americans are incredibly fortunate if our most significant impact, overall, is economic in nature (unlike the people of Ukraine), it will still hurt. The question is, just how bad will it be?
(The Threat of) War and the US Economy
A leading headline these days is the situation on the Russia/Ukraine border, which seems to be on the verge of something big, ugly and painful at any moment. Many sources point to Russia’s escalation of troops as proof of impending military action; others say that even if Putin is egotistical and driven, he’s not likely to put Russia, Europe, the US and, of course, Ukraine and others – including possibly Russia’s ally, China – into World War III.
Population and housing: the long-term outlook
I typically look at how I think things will pan out over a relatively brief timespan: a week, a month, a quarter and, perhaps, a year or so. And yet, I often talk about investing for the long term—holding onto value stocks or buying a house that you’ll keep for a decade or two, for example. Given this, I thought it would be interesting to look at some current data about long-term US population trends and how I interpret them in regard to residential real estate.
Volatility: where alpha thrives
Now is our 10 minutes. These are the times to find the alpha, the edge, that will put you not only in the game, but in a better position. This takes time, research and commitment to weather ups-and-downs—and now is the time.
A bit about bonds
What is this magical thing that has so much influence in different areas of our economy? Bonds, of course.
Indices, ETFs, real estate and more in 2022
Between stocks, indices, ETFs, crypto, and real estate, Mike Shapiro gives us insight into finding a good balance of risk and reward in 2022
Residential Real Estate: 2021 Recap and Updated 2022 Predictions
2021 was, in a word, unprecedented. After a bonkers 2020, records continued to be set in every facet of this business, the highs and lows alike.
When cash isn’t king
On the surface, cash would appear to be a solid place to stash your...cash. But with massive inflation in place for a while, cash becomes corrosive, eating away at your real income, your savings, your buying power. And the less cash you have in the form of income and savings, the harder the hit you’ll take from inflation.
2022: Here’s What I See Ahead
As I’ve said in past blog posts, head for the hills if anyone tries to predict the future. That said, 2022 is just around the corner and since I’m often asked my opinion, I’ll give you my read.
The Future of Residential Real Estate: How I See It and Why
For those businesses and people who are on the cutting edge of residential real estate and who read the tape to stay aware of fluctuations and volatility and can ride that out, demand is never-ending and the future is bright.
High interest rates + high inflation = rough times ahead
Energy is often thought of in silos: By type of energy, by source, by class or by use. I think that for us to collectively reach any meaningful goals, it would be useful to think of it more holistically, more universally.
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